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Spirit of America Management Corp’s Brookfield Renewable BEPC Stock Holding History

Spirit of America Management Corp’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Hold
5,900
– – 0.04% 218
2026
Q1 		$235K Hold
5,900
– – 0.05% 230
2025
Q4 		$226K Hold
5,900
– – 0.05% 234
2025
Q3 		$203K Hold
5,900
– – 0.04% 245
2025
Q2 		$193K Buy
5,900
+1,750
+42% +$51.1K 0.04% 247
2025
Q1 		$116K Buy
4,150
+2,000
+93% +$54.8K 0.02% 275
2024
Q4 		$59.5K Buy
2,150
+1,000
+87% +$30.7K 0.01% 289
2024
Q3 		$37.6K Hold
1,150
– – 0.01% 298
2024
Q2 		$32.6K Hold
1,150
– – 0.01% 301
2024
Q1 		$28.3K Hold
1,150
– – 0.01% 283
2023
Q4 		$33.1K Hold
1,150
– – 0.01% 262
2023
Q3 		$27.5K Hold
1,150
– – 0.01% 235
2023
Q2 		$36.2K Buy
1,150
+500
+77% +$16.9K 0.01% 229
2023
Q1 		$22.7K Buy
+650
New +$19.7K 0.01% 233
2022
Q1 		– Sell
-563
Closed -$21K – 235
2021
Q4 		$21K Hold
563
– – ﹤0.01% 239
2021
Q3 		$22K Hold
563
– – ﹤0.01% 238
2021
Q2 		$24K Sell
563
-11,568
-95% -$492K 0.01% 237
2021
Q1 		$567K Sell
12,131
-1,875
-13% -$95.7K 0.13% 140
2020
Q4 		$816K Sell
14,006
-1
-0% -$48 0.2% 115
2020
Q3 		$547K Buy
+14,007
New +$470K 0.15% 127

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Spirit of America Management Corp's BEPC Position: Q2 2026 in Review

Spirit of America Management Corp held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 5,900 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #218.

Spirit of America Management Corp first reported a position in BEPC in Q3 2020 and has held it in 20 quarters since. The position peaked at $816K in Q4 2020. 205 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Spirit of America Management Corp held 5,900 shares of Brookfield Renewable worth $219K as of Q2 2026.
  • Spirit of America Management Corp left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.04% of Spirit of America Management Corp's portfolio in Q2 2026, its #218 holding.
  • Spirit of America Management Corp first reported a position in Brookfield Renewable in Q3 2020 and has held it in 20 quarters since.
  • Spirit of America Management Corp's Brookfield Renewable position peaked at $816K in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.